James, Joel and Helen provide audit, accountancy, taxation and business advisory services and Gunhild is a private client specialist.
James is experienced in leading audits for a variety of different businesses, ranging from law firms and manufacturing companies to larger international groups. He is also a senior member of the firm’s virtual finance team, with particular expertise in helping clients maximise the benefits of tech solutions, using apps and cloud accounting to greatly speed up transaction processing, better integrate their financial systems and improve the quality and relevance of management information.
Joel is dedicated to supporting professional practices and owner-managed businesses, assisting with forecasting, improving the production of management information and providing solutions to a range of practice management issues.
Helen has significant experience working closely with charities and not-for-profit organisations. She supports them in preparing monthly management accounts and cashflow forecasts, and assists clients with a range of business management issues.
Gunhild provides specialist tax advice to high net worth individuals and their families, trusts, trustees and beneficiaries, as well as business owners and entrepreneurs. She also supports non-UK resident and non-UK domiciled individuals. Focussing on wealth preservation and managing the main taxes, Gunhild is particularly experienced in the taxation of family and owner-managed businesses.
Chris Jones, managing partner at Sagars, said: “These appointments are richly deserved, recognising not only the skill and expertise of each individual, but the contributions they have made to their respective teams.
“One of the driving factors behind our recent merger with AAB was to provide great opportunities for our team. The introduction of the Director role is one of the first steps in ensuring that we can deliver on this commitment, while also aligning our approach with that of the wider AAB group.
“Going forward, our strong and diverse leadership team will not only support the growth aspirations of our business, but also strengthen our ability to deliver the very best client service across a changing market in the UK.”
Sagars and AAB announced they had merged in November 2021 with a clear growth strategy in place to deliver £70 million revenue in 2026, fuelled by recent investment from August Equity.